Integrating HubSpot CRM and your ERP System (2021)

If you have HubSpot CRM or you're considering it, and you have an ERP in the mix - watch this. HubSpot integration with your ERP can be a very powerful growth factor for your business. Don't do anything before watching this video.
0:00 What is an ERP?
0:35 What is a CRM?
1:10 My ERP already has a CRM
2:15 Contact and account sync
4:18 Accurate quote and order management
5:00 Reduce duplication and increase knowledge share
5:40 Improve forecasting & reporting
6:45 An important integration consideration
8:15 Do you really need to integrate?
9.29 Final thoughts
What is an ERP?
ERP systems help businesses manage everyday business activities like accounting, HR, procurement, project management and supply chain management.
These tools help businesses manage, predict and act to streamline business processes and allocate resources. ERP systems can also assist in automating specific business tasks and launching new business models faster.
What is a CRM?
A CRM is exactly what it says on the box - it’s a customer relationship management system. They manage relationships with customers, including customer acquisition, customer support, and customer retention.
Sales, support and marketing teams use CRMs. As such, it is not a natural thing for CRMs to contain HR, Financial, and supply chain data.
Benefits of an ERP integrated CRM
There are many reasons to integrate your ERP with your CRM. I could write a list as long as my arm, but who has time for that?
To get you started, here are 4 key benefits of integrating your CRM with your ERP.
1. Contact and account syncing
2. Accurate quote and order management
3. Reduce duplication and increase knowledge sharing
4. Improve forecasting and reporting
The choices you make now can have far-reaching consequences. Integrating CRMs and ERP systems is never going to be a straightforward job.
The process of integrating can be complicated depending on whether there is a native HubSpot integration between both systems or if you will have to build one yourself. Chat to us if you need a hand integrating yours.
Visit my agency's website: www.mo.agency/
Or our CRM integration service page: www.mo.agency/service/crm-int...

[@alessandrosandini3355]

I'm an integrator, here - ERP Bridge is the name of the software. Key-question is really your last one: do you really need to integrate. Start by making sure you have a clear idea on what you're going to do with those data. If you have a great plan in mind, than go ahead.

[@ericaohenebekoe]

Thank you very much for this. We're a small supply Chain Management Consultant business that deals with market research and project Management, so we are looking for affordable and sustainable ERP solution that would suit our very limited budget. Could you recommend a few please?